See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,967 | $64,480-89.2% | $81,382-91.4% | $80,856-91.4% |
| Participation rate | 82.2% | 63.9%+18.4pp | 69.5%+12.7pp | 67.6%+14.6pp |
| Annual return | 14.37% | 16.34%-2.0pp | 24.73%-10.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,329 | $1,978-32.8% | $2,463-46.0% | $2,755-51.8% |
| Participant deferral / active EE | $774 | $3,094-75.0% | $3,883-80.1% | $4,296-82.0% |
| Admin fee / account holder | $454 | $5,671-92.0% | $5,768-92.1% | $6,918-93.4% |